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Canada Life Balanced N (0P0001513M.TO)

Toronto - Toronto Delayed price. Currency in CAD
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18.32+0.03 (+0.14%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.21%
5-year average return6.67%
Number of years up10
Number of years down2
Best 1-yr total return (20 May 2024)14.88%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return14.88%
Worst 3-yr total return3.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001513M.TOCategory
YTD2.94%0.00%
1-month-1.82%0.00%
3-month2.69%0.00%
1-year8.15%0.00%
3-year3.83%0.00%
5-year5.79%0.00%
10-year6.14%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001513M.TOCategory
2024
N/AN/A
2023
11.68%N/A
2022
-9.60%N/A
2021
10.45%N/A
2020
10.50%N/A
2019
14.57%N/A
2018
-1.54%N/A
2017
8.76%N/A
2016
8.26%N/A
2015
4.25%N/A
2014
8.85%N/A
2013
14.88%N/A
2012
7.59%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.85%N/AN/AN/A
20234.68%1.41%-2.71%8.14%
2022-5.25%-9.25%-0.48%5.64%
20210.97%4.15%0.76%4.24%
2020-8.52%9.56%3.51%6.50%
20197.34%2.25%1.59%2.75%
20180.06%2.43%0.65%-4.56%
20172.99%0.75%0.79%3.98%
2016-0.41%2.19%4.46%1.84%
20155.55%-0.82%-2.87%2.52%
20144.49%2.98%0.43%0.73%
20134.37%-0.43%4.03%6.26%
20124.01%-2.42%3.52%2.40%

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year8.15%
3-year3.83%
5-year5.79%
10-year6.14%